| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $31K | — |
| UHY ADVISORS | 14-1555429 | — | NONE | $25K | — |
| BOLTON PARTNERS NORTHEAST INC. | 52-1231144 | — | NONE | $22K | — |
| HOLM & O'HARA LLP | 13-3591118 | — | NONE | $13K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $9K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
